Southwest, Regional Director - Senior Vice President / Managing Director

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $170 billion in global client assets invested in 1,392 funds, as of October 2023.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a Regional Senior Vice President or Managing Director level sales leader for the Southwest market.  This team is responsible for covering Texas, New Mexico, Oklahoma, Utah, Colorado, Kansas, Nebraska, North Dakota, South Dakota, Montana, Wyoming, and Idaho. This role  will be part of iCapital’s Alternatives Distribution team, and will report to our Head of AI Distribution.  Our Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

 Responsibilities

• Oversee and lead a team of 3 Alternative Investment sales professionals.  
• Evolve the client coverage model in partnership with the existing team (e.g. segmentation, sales rotation, asset manager partnerships).
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management. 
• Develop sales proficiency with our 40+ offering menu of private credit, private equity, real estate, and hedge funds.
• Lead new manager launch process in market for the Southwest. 
• Travel in market as required to meet with advisors, clients, and centers of influence in support of sales effort. 

Qualifications

• 15+ years of experience working within the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings
• Series 7 and 63 license required or must obtain within 60 days of start date
• Obtain CAIA within 2-3 years of hire 

Benefits

The base salary range for this role is $175,000 to $200,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.